HoneyBook + monday.com
Create new items in monday.com when new clients are added in HoneyBook
This workflow kicks into action when a new client is added in HoneyBook, seamlessly creating a corresponding item in your monday.com board. It simplifies your client management process by ensuring every new client is tracked and managed effectively on monday.com for better visibility and project handling. Enjoy a streamlined and efficient client onboarding experience with this intuitive workflow.
This workflow kicks into action when a new client is added in HoneyBook, seamlessly creating a corresponding item in your monday.com board. It simplifies your client management process by ensuring every new client is tracked and managed effectively on monday.com for better visibility and project handling. Enjoy a streamlined and efficient client onboarding experience with this intuitive workflow.
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Item
Create a new Item in a board
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
